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Company Main View
Name:
Accretive Wealth Partners LLC
City:
JERSEY CITY
State:
NJ
Zip:
07311
Achive data
View Filing Period:
Current Quarter
2023-12-31
2023-09-30
2023-06-30
2023-03-31
2022-12-31
2022-09-30
2022-06-30
2022-03-31
2021-12-31
2021-09-30
2021-06-30
2021-03-31
2020-12-31
Portfolio Summary
View Filing
Filing Report Date :
2024-03-31
Total Value :
$226,056,000
Total Value Change :
$17,905,000
Securities Held Change :
8
All Securities Held :
137
New Positions
:
11
Closed Positions
:
3
Increased Positions
:
69
Unchanged Positions
:
16
Decreased Positions
:
41
Download
Free Registration Required For Full Results
Holdings Found :
3
View All Holdings
Currently Viewing:
Closed Positions
Page 1 of 1
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Ticker
Company Name
Position
Rank
New/Closed
Postion
Last
Close
Value
Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
% of Company
Industry
BIL
Spdr Brcly Cap 1-3 Mnth Tb
132
Closed
$0.00
$0
0
0%
-872,000
-9,542
0
Closed - End Fund - E...
ROL
Rollins Inc
131
Closed
$46.92
$0
0
0%
-732,000
-16,759
0
Business Services
CVS
CVS/Caremark Corp
130
Closed
$56.00
$0
0
0%
-1,362,000
-17,245
0
Drug Stores
3
Records Found
1
Page 1 of 1
Download:
Download: Holdings - Current Quarter Only
Summary:
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